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Vanguard Growth ETF

1,355 hedge funds and large institutions have $44.1B invested in Vanguard Growth ETF in 2020 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 499 increasing their positions, 418 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 36

80% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $22M

19% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 418

14% more funds holding

Funds holding: 1,1871,355 (+168)

10% more capital invested

Capital invested by funds: $40B → $44.1B (+$4.14B)

7% more funds holding in top 10

Funds holding in top 10: 207221 (+14)

8.34% less ownership

Funds ownership: 394.38%386.04% (-8.3%)

Holders
1,355
Holders Change
+168
Holders Change %
+14.15%
% of All Funds
23.98%
Holding in Top 10
221
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.76%
% of All Funds
3.91%
New
226
Increased
499
Reduced
418
Closed
36
Calls
$39.7M
Puts
$22M
Net Calls
+$17.7M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$60.1M -$1.17M -29,400 -2%
MWA
77
Martel Wealth Advisors
Washington
$59.1M -$2.07M -51,960 -4%
CWM
78
Campbell Wealth Management
Virginia
$54.5M +$1.08M +27,006 +2%
DWM
79
Destination Wealth Management
California
$53.9M -$1.38M -34,548 -3%
HCC
80
Hirtle Callaghan & Co
Pennsylvania
$52.8M -$4.99M -124,980 -9%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$52.8M +$37.4K +936 +0.1%
AAS
82
Avantax Advisory Services
Texas
$52.2M -$12.7M -318,636 -21%
CA
83
Cambridge Associates
Massachusetts
$52.2M
BDF
84
Balasa Dinverno & Foltz
$51.9M +$3.78M +94,662 +8%
MWM
85
Modera Wealth Management
New Jersey
$51.4M +$48.6M +1,218,282 New
CM
86
Cornerstone Management
Georgia
$49.8M +$1.95M +48,810 +4%
FIG
87
FundX Investment Group
California
$46.9M +$7.8M +195,480 +21%
SF
88
Summit Financial
New Jersey
$46.2M +$901K +22,572 +2%
PWP
89
Principle Wealth Partners
Connecticut
$46M +$16.3M +408,540 +60%
WLIM
90
White Lighthouse Investment Management
Massachusetts
$45.4M -$69.9K -1,752 -0.2%
ME
91
McIlrath & Eck
Washington
$45.2M -$1.73M -43,308 -4%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$44.9M +$7.08M +177,480 +20%
WIC
93
Woodmont Investment Counsel
Tennessee
$43.5M +$758K +19,002 +2%
GC
94
Grimes & Company
Massachusetts
$42.7M -$785K -19,662 -2%
SQA
95
Simon Quick Advisors
New Jersey
$41.7M +$4.6M +115,164 +13%
HWA
96
HCR Wealth Advisors
California
$41M +$2.22M +55,608 +6%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$40.8M +$16.6M +416,334 +76%
BMM
98
Berkshire Money Management
Massachusetts
$40.7M +$3.4M +85,236 +10%
SFG
99
Sage Financial Group
Pennsylvania
$40.4M -$1.49M -37,416 -4%
OAJ
100
Ogorek Anthony Joseph
New York
$40.4M -$1.41M -35,358 -4%

VUG Hedge Fund Activity: Q4 2020 in Review

1,355 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2020, worth a combined $44.1B — up 10% from $40B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VUG positions and 36 closed out — a net gain of 190 holders — while 499 added to existing stakes and 418 trimmed.

The largest buyer was Vanguard Group, adding an estimated $97.8M. The largest seller was UBS Group, cutting an estimated $812M.

  • 1,355 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2020, up from 1,187 in Q3 2020.
  • Funds reported $44.1B of Vanguard Growth ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 226 funds opened new Vanguard Growth ETF positions in Q4 2020 and 36 closed out, a net change of +190 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $97.8M added.
  • The largest Vanguard Growth ETF seller in Q4 2020 was UBS Group, an estimated $812M sold.

Based on aggregated 13F filings for Q4 2020.